HKEX Enhanced Climate-related Disclosures – Get Ready Now!

Ms Kelly Lee joined Hong Kong Exchanges and Clearing Limited (“HKEX”) in 2013. She works within the Policy and Secretariat Services of the Listing Division, and has been involved in HKEX’s major listing policy and ESG initiatives in recent years. Ms Lee is currently a member of the Sustainability Committee and the Sustainability Advisory Panel of the Financial Reporting Standards Committee of the Hong Kong Institute of Certified Public Accountants. She is also an advisor to the Climate Change Framework for Building and Construction initiative under the Sustainable Development Committee of the Hong Kong Green Building Council. Prior to joining HKEX, Ms Lee was a senior associate practicing corporate and securities law in Hong Kong. Ms Lee graduated from the University of Hong Kong with two bachelor's degrees in Business Administration (Law) and Laws. She is a qualified lawyer in Hong Kong and in England & Wales.

Duncan Lee is Director of Investment Environmental, Social & Governance for AIA’s Group Investment function, responsible for driving the ESG integration within Group Investment, as well as continuously improving the AIA Investment ESG operating model, to consistently and significantly impacting the long- term financial results of AIA and its customers by driving sustainable behaviour with world-class investment solutions expertise, industry leadership and best practices in processes, controls and systems. This aims to provide both support and leadership with respect to the commitment of AIA towards enabling Healthier, Longer, Better Lives across the Asia-Pacific region. He led AIA’s efforts to manage down investment exposure to coal mining and coal-fired generation. Duncan partners with the Group Sustainability team for external disclosures and rating submissions and is responsible for the Sustainable Investment chapter of AIA's annual ESG Report. Prior to taking on his current responsibilities, Duncan was responsible for the provision of investment legal advisory, transaction, and documentation support to the AIA Investment team. Most recently, he has spearheaded AIA Investment's net-zero efforts to establish AIA's net-zero SBTi boundary, validated Investment near-term targets and AIA’s first Climate Transition Plan. Prior to joining AIA, Duncan spent almost two decades working in a variety of legal roles, both in private practice and as an in-house lawyer, as well as on the Global Distribution side at Barclays, covering derivatives, structured products, capital markets and prime brokerage. Duncan has a Bachelor of Laws (LLB) from the London School of Economics and Political Science and is a qualified solicitor in England and Wales. He has successfully completed and passed the CFA Institute's Certificate in ESG Investing.

Agnes is Director of Great Glory Investment Corporation and Senior Advisor of iPartners Holdings Ltd. She is a Governing Board member of Climate Governance Initiative (advocating 8 principles established by the World Economic Forum in 2019) and Steering Committee member of Climate Governance Initiative Hong Kong Chapter, an Expert Review Panel member for the MTR Corporation sustainability reports, a Council member, Publishing Board of Magazine member and a Deputy Chair of the training committee of the Hong Kong Institute of Directors (HKIoD), an Advisory Board member of Asia Climate Forum, faculty of CSIA and FITC, board member of Hope of the City, advisory council/committee member of GARP (HK), BlueOnion and FarmacyHK. Her board and senior executives training in English, Putonghua and Cantonese spans all 5 continents, and is building sustainability capacity by lecturing at The Chinese University of Hong Kong. In her 44 years of serving the financial community in China, Hong Kong SAR, the USA and Australia, she has established and managed asset management/investment companies, consultancy practices, and new business units within major financial institutions, including co-Founding Peregrine Asset Management (Hong Kong) in the early 1990’s. She held senior roles at Bank of America, Citicorp, Westpac Banking Corporation, Mingly Corporation, Shanghai AJ Trust and Investment Company, Cupola Capital Limited, Booz & Company, Yaozhi Asset Management International, Arta TechFin Corporation, BlueOnion, Bai Xian Asia Institute, Habitat for Humanity, Centreon Technology, and Great Glory Strategies. She was a board or advisory committee member of various international non-profits organizations. She holds a Climate Designation certificate from Competent Boards, a Sustainability and Climate Risk certificate and a Financial Risk Manager certificate from Global Association of Risk Professionals, an ESG Investing certificate from CFA UK, a CAIA certificate from Chartered Alternative Investment Association, and a Palladium Kaplan-Norton Balanced Scorecard certificate. She was a Responsible Officer in regulated activities 4 and 9 licensed by the Hong Kong Securities and Futures Commission. Agnes has a PhD from the Hong Kong University of Science and Technology with dissertation titled “Do carbon risks matter for Hong Kong equity prices?”, an MBA from the University of Chicago - Booth School of Business, a BSc (Honors) from Roosevelt University in USA and is a graduate of the Stanford University Senior Executive Leadership Program and the 2011 Stanford Directors’ College. She has authored a book on investing in H-shares, a Harvard Business case, a chapter in CFA Society Hong Kong’s 30th anniversary book “Rise from Crises”, and a positive psychology book ‘Tall Miracles’.

Cameron Bretnall is a Manager of the Investment ESG Centre of Excellence within the Group Investment function at AIA Group. In this role, Cameron is part of a team responsible for establishing and maintaining group-wide governance for Investment ESG matters and driving organisational change regarding ESG integration, strategy, direction, stewardship, reporting, and advocacy. His team is also responsible for Investment ESG content within AIA's external submissions, communications and formal disclosures, including AIA's annual ESG Report, ESG rating submissions, and the company's UNPRI report. Cameron has refined AIA's data-driven model used to calculate climate-related metrics such as Total Financed Emissions, which forms part of AIA's annual disclosure. In 2023, Cameron jointly led efforts to develop and validate AIA's near-term SBTi targets and Climate Transition Plan, demonstrating his commitment to driving meaningful change in the realm of sustainable investing. As AIA navigates the HKEX's climate disclosure requirements, Cameron is closely involved in developing the company's approach to compliance with the ISSB framework. Additionally, his team supports all Investment ESG-related regulatory consultations across AIA's 18 markets across Asia-Pacific. Currently, Cameron is working closely with AIA's Singapore insurance and asset management entities to formulate their response to MAS Environmental Risk Management requirements and Transition Planning Guidelines. He is an experienced speaker who has presented on numerous occasions to AIA investment committees and other governance structures at both Group and local Business Unit levels. Prior to joining AIA, Cameron honed his skills and knowledge as a management consultant, gaining extensive experience in organisational transformation, strategy development, compliance initiatives, and system implementations. His qualifications include the CFA Institute's Certificate in ESG Investing, a testament to his deep understanding of this rapidly evolving field.